You may import the budget totals (for accounts linked to the Reporting group 1), which have been added or edited on the Budget tab for selected accounts in Setup → Accounts (Setup ribbon) or on the Budgets icon (Reports ribbon), into a spreadsheet.

To import budget totals for reporting group 1 into a spreadsheet: 

  1. On the Reports ribbon, select Spreadsheet reports → General ledger → Budget → Column balances → Reporting group 1. The budget totals linked to the Reporting group 1 will be listed in the spreadsheet:

This spreadsheet will summarise the total of the budget figures for each Account group 1 (Reporting  group 1) in the following columns:

  • Period 0 (Opening Last Year) - The totals of the opening budget totals for the previous year.
  • Periods 1 to 12 - The totals of budget figures entered in the respective periods for this year.
  • Total - Total for each period (Period 1 -12) plus Period 0.

In this example, budget totals for Income and Expense account groups, is included in this Spreadsheet report. The Budget figures were only processed for Income and Expense accounts linked to Income and Expense Reporting group 1, in this documentation.